Mutual of America Capital Management’s Smurfit Westrock SW Stock Holding History

Mutual of America Capital Management’s Portfolio SW Stock Details SW Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.5M	Sell	54,016 -1,539	-3%	-$63.6K	0.02%	727
2026 Q1	$2.21M	Sell	55,555 -500	-0.9%	-$21.6K	0.03%	722
2025 Q4	$2.17M	Sell	56,055 -532	-0.9%	-$20.3K	0.02%	779
2025 Q3	$2.41M	Sell	56,587 -277	-0.5%	-$12.5K	0.03%	748
2025 Q2	$2.45M	Sell	56,864 -624	-1%	-$26.7K	0.03%	739
2025 Q1	$2.59M	Sell	57,488 -1,701	-3%	-$86.3K	0.03%	725
2024 Q4	$3.19M	Buy	+59,189	New	+$3.02M	0.03%	669

Other funds holding SW

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

TSAM

Trinity Street Asset Management London, United Kingdom $1.94B AUM 26.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Amundi Paris, France $413B AUM 44.57% 1-Year Est. Return

Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return

Mutual of America Capital Management's SW Position: Q2 2026 in Review

Mutual of America Capital Management reduced its Smurfit Westrock (SW) stake by 2.8% in Q2 2026, selling an estimated $63.6K and leaving 54,016 shares worth $2.5M. The position accounts for 0.02% of the portfolio, ranked #727.

Mutual of America Capital Management first reported a position in SW in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.19M in Q4 2024. 385 funds tracked by Wall St. Rank hold SW as of Q2 2026.

Mutual of America Capital Management held 54,016 shares of Smurfit Westrock worth $2.5M as of Q2 2026.
Mutual of America Capital Management sold 1,539 Smurfit Westrock shares in Q2 2026, an estimated $63.6K.
Smurfit Westrock made up 0.02% of Mutual of America Capital Management's portfolio in Q2 2026, its #727 holding.
Mutual of America Capital Management first reported a position in Smurfit Westrock in Q4 2024 and has held it in 7 quarters since.
Mutual of America Capital Management's Smurfit Westrock position peaked at $3.19M in Q4 2024.
385 funds tracked by Wall St. Rank held Smurfit Westrock as of Q2 2026.

Based on Mutual of America Capital Management's 13F filing for Q2 2026, filed 11 Aug 2026.